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Reports: Actionable items

Get a quick report on what is happening in your Datamolino account. Download an Excel breakdown actionable items across all your folders.

Jan Korecky avatar
Written by Jan Korecky
Updated over 4 months ago

If you prefer working with spreadsheets, this feature is for you.

You can download this report summarising items requiring your attention across your folders. It helps you monitor and manage document states and identify and address any outstanding ones.

Accessing the Report

You can access the report from the main dashboard:

Then:

Report breakdown

The basic breakdown includes the count of documents for:

  • Invoices that are ready for export

  • Invoices marked as duplicates

  • Documents marked as not extracted

  • Invoice with an export error

If you are using our approval feature, the report also includes counts for:

  • Invoices that are awaiting approval

  • Invoices that are approved (and waiting to be exported)

  • Invoices that have been rejected (and you can decide if they need to be deleted or approved)

  • Invoices marked as duplicates

  • Documents marked as not extracted

  • Invoice with an export error

Report Format:

This is what the report looks like in Excel πŸ‘‡

You can easily see which folders have the approval feature enabled.

You can also easily sort the folders based on the various document states:

Actionable items report - spreadsheet

Would you like to see other reports? Let us know through the in app chat.

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